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Beacon Capital Management LLC (Tennessee)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843K Buy
4,427
+202
+5% +$34.5K 0.12% 72
2026
Q1 		$562K Sell
4,225
-421
-9% -$59.3K 0.1% 81
2025
Q4 		$669K Sell
4,646
-240
-5% -$34.7K 0.1% 59
2025
Q3 		$689K Sell
4,886
-46
-0.9% -$6.09K 0.1% 52
2025
Q2 		$624K Sell
4,932
-592
-11% -$65.7K 0.08% 53
2025
Q1 		$570K Sell
5,524
-688
-11% -$78K 0.08% 54
2024
Q4 		$722K Sell
6,212
-4
-0.1% -$465 0.09% 49
2024
Q3 		$702K Buy
6,216
+612
+11% +$67.2K 0.1% 45
2024
Q2 		$634K Buy
5,604
+514
+10% +$54.1K 0.12% 41
2024
Q1 		$530K Buy
5,090
+1,776
+54% +$180K 0.11% 47
2023
Q4 		$272K Sell
3,314
-144
-4% -$12.8K 0.08% 64
2023
Q3 		$301K Hold
3,458
– – 0.08% 66
2023
Q2 		$301K Buy
3,458
+178
+5% +$14K 0.08% 66
2023
Q1 		$248K Hold
3,280
– – 0.07% 71
2022
Q4 		$204K Buy
3,280
+308
+10% +$19.6K 0.07% 85
2022
Q3 		$188K Buy
2,972
+308
+12% +$21K 0.06% 84
2022
Q2 		$213K Hold
2,664
– – 0.05% 92
2022
Q1 		$213K Buy
+2,664
New +$209K 0.05% 93

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XLK Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,427 shares worth $843K. The position accounts for 0.12% of the portfolio, ranked #72.

Beacon Capital Management LLC (Tennessee) first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 4,427 shares of State Street Technology Select Sector SPDR ETF worth $843K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 202 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $34.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #72 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.